Live Webinar:

The Power of the PEP for Financial Advisors

Wed. April 23, 2025, 2 PM ET

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About the Event

Pooled Employer Plans (PEPs) are more popular than ever. With so many businesses getting in on the PEP explosion, advisors have new opportunities to capitalize on these easy-to-manage 401(k) plans.

In this webinar you’ll learn:

Key benefits of a PEP for small businesses
Why a PEP merger might be a good option for your clients
Strategies to grow your retirement plan business with a PEP

Note: This webinar is not eligible for CPE or IRS CE credit.

About the Speakers

Scott Cavanaugh

Retirement Sales Manager, Paychex Retirement Services

Scott has been with Paychex since 2008 and has extensive knowledge of the retirement industry. He has had prior roles in sales and relationship management, and has held various leadership positions.

Jason Bianchi

Senior Vice President, Mesirow Fiduciary Solutions

Jason has 19 years of experience in the financial services industry. He is responsible for collaborating with key partners on strategic initiatives, business development, sales and marketing. Before joining Mesirow, he held various roles with a leading 401(k) recordkeeper.

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